Video-Only ToM: Enhancing Theory of Mind in Multimodal Large Language Models

Chain-of-thought (CoT) reasoning has proven effective for enhancing problem-solving in large language models. However, when applied to multimodal LLMs (MLLMs), existing CoT approaches suffer from a fundamental limitation: they perform reasoning entirely in text without accessing visual features during the reasoning process. After initial visual encoding, image information becomes inaccessible, forcing models to reason based solely on whatever was captured in the initial description, which forms a `vision-blind reasoning' paradigm that limits fine-grained visual extraction, error verification, and adaptive attention. We propose Text-Visual Interleaved Chain-of-Thought (TVI-CoT), a framework that enables explicit interleaving of textual reasoning and visual feature access through learnable control tokens <THINK>, <LOOK> and <ANSWER>. These tokens allow dynamic switching between reasoning and visual grounding, attending to relevant image regions conditioned on the evolving reasoning state. Experiments on eight benchmarks demonstrate state-of-the-art results among MLLM-based CoT methods and notable performance boost compared to the baseline: +6.1% on MMMU, +3.8% on MathVerse, +3.4% on MathVista, and +3.4% on ScienceQA. Code is available at https://github.com/hulianyuyy/TVI-CoT.

Recent large vision-language models (LVLMs) have demonstrated impressive reasoning ability by generating long chain-of-thought (CoT) responses. However, CoT reasoning in multimodal contexts is highly vulnerable to visual hallucination propagation: once an intermediate reasoning step becomes inconsistent with the visual evidence, subsequent steps-even if logically valid-can still lead to incorrect final answers. Existing solutions attempt to mitigate this issue by training models to "think with images" via reinforcement learning (RL). While effective, these methods are costly, model-specific, and difficult to generalize across architectures. Differently, we present a lightweight method that bypasses RL training and provides an iterative, training-free, plug-and-play framework for visually-grounded multimodal reasoning. Our key idea is to supervise each reasoning step at test time with visual evidence, ensuring that every decoded token is justified by corresponding visual cues. Concretely, we construct a textual visual-evidence pool that guides the model's reasoning generation. When existing evidence is insufficient, a visual decider module dynamically extracts additional relevant evidence from the image based on the ongoing reasoning context, expanding the pool until the model achieves sufficient visual certainty to terminate reasoning and produce the final answer. Extensive experiments on multiple LVLM backbones and benchmarks demonstrate the effectiveness of our approach. Our method achieves 16.5%-29.5% improvements on TreeBench and 13.7% RH-AUC gains on RH-Bench, substantially reducing hallucination rates while improving reasoning accuracy without additional training.

Theory of Mind (ToM)-the ability to reason about the mental states of oneself and others-is a cornerstone of human social intelligence. As Multimodal Large Language Models (MLLMs) become ubiquitous in real-world applications, validating their capacity for this level of social reasoning is essential for effective and natural interactions. However, existing benchmarks for assessing ToM in MLLMs are limited; most rely solely on text inputs and focus narrowly on belief-related tasks. In this paper, we propose a new multimodal benchmark dataset, CoMMET, a comprehensive mental states and moral evaluation task inspired by the Theory of Mind Booklet Task. CoMMET expands the scope of evaluation by covering a broader range of mental states and introducing multi-turn testing. To the best of our knowledge, this is the first psychology-grounded benchmark to evaluate MLLMs across multiple mental states in a multimodal, open-ended, and multi-turn setting. Through a comprehensive assessment of MLLMs across different families and sizes, we analyze the strengths and limitations of current models and identify directions for future improvement.